Shaw and Partners GP Wealth

Private wealth management for founders, professionals and retirees.

Active portfolio management, access to private markets and tax-aware strategy – from a Sydney team that has worked together for more than a decade.

Request a consultation Meet the team

Grow and Preserve.

Our philosophy is simple: grow your wealth with conviction, and protect what you have already built.

We combine Shaw and Partners' research with a specialist advisory team to build portfolios around your goals, your tax position and your stage of life. Every recommendation is made with the long term in mind.

Our philosophy

Our approach

How GP Wealth approaches private capital.

We combine strategic advice with institutional-quality portfolio implementation – across investment strategy, structuring and long-term family wealth planning.

Investment strategy

We design a coordinated wealth framework across asset classes, structures and platforms – replacing fragmentation with intention.

Debt and cash management

Structuring debt and managing liquidity to maximise after-tax returns – ensuring your capital is working efficiently.

Structuring and tax

Advice on entity structures, trusts, SMSF strategy and pre-event planning to ensure capital is held in the right places.

Wealth protection

Estate planning frameworks, insurance architecture and intergenerational transfer – so what you've built is preserved.

Who we work with

Advice built around how you earn and hold wealth.

Founders

Planning before and after a sale, IPO or capital raise – and putting the proceeds to work with discipline.

Professionals

Turning salary, partnership distributions, equity compensation and super contributions into a long-term portfolio across personal, trust and SMSF structures.

Retirees

Structuring super and investments to provide income in retirement, managing the move from accumulation to pension phase, and planning for the next generation.

100+

years of combined investment market experience

10+

years much of the team has worked together

AFSL

236 048 – part of Shaw and Partners, with its research, execution and capital markets platform

The team